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Visa: Don't Follow Narratives And Focus On What Matters In Upcoming Earnings

Apr. 24, 2023 11:51 AM ETVisa Inc. (V)3 Comments


  • At odds with the predominant narrative, Visa has become one of the best-performing stocks within its peer group.
  • The risk of a recession is still casting a shadow over Visa, but implications from the inflationary environment should not be ignored.
  • The business continues to perform better than expected, and investors should keep a close eye on the upcoming earnings report.
  • Looking for a portfolio of ideas like this one? Members of The Roundabout Investor get exclusive access to our subscriber-only portfolios. Learn More »

Visa Plans Largest IPO In U.S. History

Justin Sullivan

Even after considering its premium valuation and size, Visa (NYSE:V) has become one of the best-performing stocks within the payments sector over the past year, outperforming even its main rival - Mastercard (MA).

At the same time, the broader

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This article was written by

Vladimir Dimitrov, CFA profile picture

Vladimir Dimitrov, CFA studied at the London School of Economics and is a former strategy consultant where he learned how to properly value intangible assets when screening businesses for potential returns.

He is the leader of the investing group The Roundabout Investor where he teaches the process of evaluating roundabout investments; defined by potential high capital return, growth in free cash flow, safe dividends and conservative capital allocation. He offers weekly investment ideas, a model portfolio, a watchlist, macro outlooks, and sector deep dives. Learn more.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of FISV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Please do your own due diligence and consult with your financial advisor, if you have one, before making any investment decisions. The author is not acting in an investment adviser capacity. The author's opinions expressed herein address only select aspects of potential investment in securities of the companies mentioned and cannot be a substitute for comprehensive investment analysis. The author recommends that potential and existing investors conduct thorough investment research of their own, including detailed review of the companies' SEC filings. Any opinions or estimates constitute the author's best judgment as of the date of publication, and are subject to change without notice.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (3)

No Guilt profile picture
4%, 5% 💵🔥

Politics. Sanctions. Cancel culture
Buy and drip won’t ever regret it
Thanks. Good points and insights.
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